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| Job Category : | Business |
| Company Name: | Guided Wealth Advisors |
| Position Name: | Executive Assistant to Financial Advisor |
| Location : | 7777 Center Ave Ste 120, Huntington Beach, CA 92647 |
| Job Description : | Guided Wealth Advisors is currently seeking an Operations & Client Relationship Manager. If you are the chosen candidate, you will be responsible for handling client relationships and managing the day-to-day operations at the firm. You will support the financial advisor and keep the administrative assistant organized to ensure daily work is executed most effectively and to ensure client’s needs are met. You will manage, maintain, and deepen relationships with clients to provide exceptional client service, develop new business, and promote growth and profitability for the firm. The role requires strong organizational, analytical, and social skills. The candidate must also be capable of becoming familiar with the financial services we provide.Required SkillsPosition requires a self-starter with excellent analytical and problem-solving skills, good judgement, personal integrity, and can deal with confidential informationon a daily basis.Possess a positive professional attitude and demeanor.Capable of collaborating effectively with a team to accomplish firm objectives.Confident in identifying solutions for new and existing clients based on their needs.Act as the primary point of contact and possess strong social skills with the ability to deliver highly personalized services to each client, this includes having strong written and verbal communication skills.Thrive in a compliance driven, dynamic, and deadline driven environment with the ability to prioritize and delegate tasks.Experience and Education: Bachelor’s degree is preferred.Must have 3-5 years work experience in the financial services industry.Hours Per Week: 40Weekly Schedule: Monday-FridayCompensation & BenefitsSalaryHealth Insurance401kPaid Time OffJob Type: Full-timePay: $60,000.00 – $70,000.00 per yearBenefits:401(k)401(k) matchingHealth insurancePaid time offSchedule:Monday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Huntington Beach, CA 92647: Reliably commute or planning to relocate before starting work (Preferred)Education:High school or equivalent (Preferred)Work Location: One location |
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